Top Tech Jobs & Startup Jobs in Los Angeles, CA

The GWIM Credit Product Specialist develops and supports strategies for delivering credit solutions to wealth management clients, focusing on relationship building and profitability analysis.

The Wealth Management Client Associate supports Financial Advisors by providing client service, managing client relationships, and ensuring compliance with banking policies.

The Credit Officer develops and supports credit opportunities for wealth management clients by collaborating with Financial Advisors and ensuring delivery of suitable credit solutions while managing risks and fostering relationships.

Join Merrill's Advisor Development Program to build a book of business and advise high-net-worth clients. Responsibilities include prospecting, client needs assessment, recommending suitable investments, managing client accounts, collaborating with specialists and documenting interactions in Salesforce. The role requires completing mandated training, meeting performance goals, and growing client relationships through referrals and networking.

Responsible for expanding client relationships, advising on financial needs, and managing complex credit opportunities for high-net-worth clients.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development, deliver holistic Private Bank solutions (wealth structuring, credit, banking, asset management), promote digital adoption, ensure client retention, collaborate with internal partners, and comply with SAFE Act requirements when originating residential mortgage loans.

Develop relationships with high-net-worth clients, source prospects, recommend suitable investment products, manage client accounts, meet performance targets, collaborate with Merrill advisor teams, complete training and compliance (KYC/SAFE Act), and document interactions in Salesforce.

Provide comprehensive financial advice and customized investment solutions. Triage client leads, build financial plans, recommend brokerage and banking products, make internal referrals, engage new clients, mitigate risk, and complete required licenses and SAFE Act registration.

As a Financial Solutions Advisor, you will obtain necessary licenses, build client relationships, and provide financial advice while progressing within the role.

Manage and deepen relationships with high-net-worth clients by identifying cross-product opportunities, leading complex credit and structured deals, growing assets and revenue, coordinating client teams to deliver a branded experience, mentoring teammates, and partnering with internal and external centers of influence to drive new business and digital adoption.